A behind the scenes glimpse of investment planning topics you might hear covered while listening in to an Investment Committee meeting. Join Jeff as he welcomes special guest David Hulstrom, MBA, CFP®, CFA, ChFC®, CAIA, CPWA®, CIMA®, co-founder and chief investment officer of Financial Architects. David is a thought leader in the wealth management industry and serves as a consultant to many firms' investment committees.

Included in the discussion are topics such as expected returns, risk tolerance, diversification, equity risk premium, forecasting, factors, frame of reference risk, what to keep in mind when constructing a retirement income portfolio, and why you should "save like a pessimist and invest like an optimist" as Morgan Housel says.